SOA Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $195K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $259K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | $162K | Buy |
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|
2023
Q2 | $164K | Buy |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $90.4K | Buy |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $88K | Buy |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q3 | $58K | Buy |
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|
2021
Q2 | $51K | Sell |
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|
2021
Q1 | $45K | Buy |
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|
2020
Q4 | $38K | Buy |
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